When you're setting up Salesloft, the data in your CRM is one of your most valuable assets. By default, Salesloft only syncs data added from the moment CRM Sync is enabled—meaning your historical records, notes, and activities might stay buried in your CRM unless you take action.

The Manually Sync from CRM setting allows you to import historical CRM data from up to five years ago. 

Here’s when importing historical CRM data can be especially useful:

🕵️ Use Case 1: You want full visibility into account history

Without historical data, Salesloft might only show the last few weeks or months of activity—leaving your team blind to important context. Pulling in data from the past ensures reps can see the full picture of a relationship before making their next move.

🔁 Use Case 2: You're migrating from another engagement tool

Switching platforms is common—but without backfilling CRM data, your new system might feel incomplete. Manually syncing historical records into Salesloft helps your team hit the ground running with everything they need in one place.

📈 Use Case 3: You're preparing for data-driven planning

Whether you're analyzing activity trends or reviewing account engagement for QBRs, having access to historical CRM data in Salesloft allows you to build smarter reports, spot patterns, and make informed decisions.

Tips for Importing Historical Data Effectively

• Start with accounts or opportunities to populate the most relevant high-level data first.
• Communicate with your team so they know when the sync is running—and that they may see new data populate into their view.
• Monitor for duplicates or outdated records, especially if your CRM has gone through changes over time.

Ready to pull in historical CRM data? Check out our Manage Manual CRM Sync article to manually sync up to 5 years of data.